Wealth Management Analyst: Client Services & Growth
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Financial Analyst
Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in client service, portfolio tooling, and planning tasks. The role includes managing meetings, reporting, and assisting in digital marketing and research activities.
The position requires a 2+ year background in financial services, a four-year degree or certs, and active securities licenses (Series 7/66 or 63/65). Strong MS Excel and MS Office skills are essential for success.
As a Wealth Management Analyst:
Client Services & Growth, you will play an important part at Morgan-Stanley in Fort Worth, TX, United States.
This posting is for the Wealth Management Analyst:
Client Services & Growth role at Morgan-Stanley, based in Fort Worth, TX, United States.
We are looking to fill the Wealth Management Analyst:
Client Services & Growth position at Morgan-Stanley in Fort Worth, TX, United States.
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